SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557,958 | -12.7% | 10,630 | -9.5% | 0.06% | -12.7% |
| Q2 2023 | $639,179 | +5.4% | 11,741 | -2.3% | 0.07% | -6.6% |
| Q1 2023 | $606,218 | -34.0% | 12,021 | -38.1% | 0.08% | -47.9% |
| Q4 2022 | $918,692 | +20.9% | 19,427 | +12.7% | 0.15% | -17.0% |
| Q3 2022 | $760,000 | -3.1% | 17,240 | +2.2% | 0.18% | -3.8% |
| Q2 2022 | $784,000 | -15.2% | 16,865 | +1.4% | 0.18% | -13.7% |
| Q1 2022 | $924,000 | +16.7% | 16,626 | +22.6% | 0.21% | +21.1% |
| Q4 2021 | $792,000 | +12.2% | 13,558 | +1.8% | 0.18% | -11.6% |
| Q3 2021 | $706,000 | -3.8% | 13,317 | -3.8% | 0.20% | -5.3% |
| Q2 2021 | $734,000 | +9.9% | 13,850 | +2.0% | 0.21% | -0.9% |
| Q1 2021 | $668,000 | -3.7% | 13,576 | -9.9% | 0.21% | -8.3% |
| Q4 2020 | $694,000 | +10.9% | 15,062 | -1.6% | 0.23% | -2.1% |
| Q3 2020 | $626,000 | +13.0% | 15,311 | +4.5% | 0.24% | +8.3% |
| Q2 2020 | $554,000 | +71.0% | 14,657 | +42.4% | 0.22% | +46.6% |
| Q1 2020 | $324,000 | – | 10,293 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |